DoorDash 称来自 AI 智能体的订单总量仅数百单，远低于日均 300 万单配送量
DoorDash said it’s only received ‘several hundred’ orders from AI agents
- 1DoorDash 财报会披露，Muse、Instinct、Fo 等第三方智能体带来的订单总量仅数百单
- 2对照该公司 2025 年报告的日均 300 万单配送量，智能体下单占比极小，用户仍主要用官方应用下单
- 3CEO Tony Xu 称公司愿与第三方智能体开发者建立健康关系，未来可能在这些智能体内投放广告
- 4DoorDash 已自推多款下单智能体，Amazon 屏蔽个人智能体而 Walmart 主动向其开放
智能体下单的热度与实际订单量差距悬殊，消费平台的订单入口短期仍在自己手里，巨头普遍在对冲而非下注。
- 影响：依赖电商平台的商家现阶段无需为智能体渠道重构销售链路；各平台准入规则在分化，Amazon 封锁与 Walmart 开放意味着触达条件不同；平台未来若在智能体内卖广告，渠道投放结构可能出现新变量。
- 参考：可用这组数字校准对智能体电商叙事的预期，暂不为智能体渠道单独立预算；值得盘点自家业务依赖平台对智能体的开放态度；做企业采购的团队可评估经聊天机器人下单的 MCP 接入是否省时。
- 依据：数百单与日均 300 万单两个数字均出自 DoorDash 三季度财报电话会及其 2025 年报告，属官方口径，暂无独立验证。
6:54 AM PDT · October 30, 2026
There’s a big uproar about AI agents taking over commerce and orders, but that might not be the case just yet. Delivery company DoorDash revealed during its third-quarter earnings call that it has only seen “several hundred” orders from third-party agents like Muse, Instinct, Fo, and others. For comparison, the company said in its 2025 report it completes an average of 3 million deliveries daily.
“I would say that this [using agents to order] is something that is still a very dynamic area. And my take on all things technology is you never want to fight gravity. But at the same time, you don’t want to be delusional,” DoorDash CEO Tony Xu said in an answer to an analyst’s questions about the topic. “What I mean by that is if you look at where AI agents are today, we’re seeing maybe several hundred orders in total from some of these third-party agents,” he said.
Xu mentioned that users are still predominantly placing orders through DoorDash’s app. However, the company wants to learn more about agentic use cases and develop a healthy relationship with third-party agent makers. He added that, in the future, there could be an opportunity for it to advertise within these agents.
DoorDash has its own agents, including a text-to-order agent it launched in September, a CLI agent introduced in July, and a chatbot called Ask DoorDash it launched it June, which allows users to place orders through prompts and photos. The company also released an MCP to enable ordering from other chatbots for corporate ordering.
The space of agent-based ordering is evolving, as websites are still deciding whether to allow them to access their content or not. Amazon has been blocking such personal agents, but Walmart has laid out a red carpet for them in order to snag some business from its competitors.
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来源：TechCrunch · AI · techcrunch.com